Business Banking Relationship Advisor

Bank of America

. Work with business clients to grow and deepen new and existing relationships over the phone .

Posted 10/27/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within financial services, focusing on client relationship management and delivering tailored financial solutions. Proficient in analyzing financial statements and industry trends to enhance client satisfaction and achieve sales targets.

Highest-signal resume keywords

Consultative Sales ExperienceClient Relationship ManagementFinancial Analysis SkillsExcellent Communication SkillsTeam Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement InterpretationCash Flow AnalysisSales Goal AchievementClient Needs AssessmentPerformance Target Execution

Soft Skills

Leadership AbilityNegotiation SkillsRelationship BuildingVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesBusiness-to-Business SalesSmall Business BankingClient SatisfactionConsultative Approach

About the role

Key responsibilities & impact

Work with business clients to grow and deepen new and existing relationships over the phone
Serve clients with revenues greater than $1MM
Deliver the Business Advantage solutions suite, including deposit, merchant, credit card, unsecured lending, and digital solutions
Provide end-to-end guidance using a consultative approach
Manage a team-based portfolio of clients and uncover needs
Collaborate with sales and support partners across the enterprise
Consult with business clients to understand priorities and provide appropriate solutions
Deliver excellent overall client satisfaction
Partner with specialty credit, treasury, and other Bank product partners
Assess prospect needs and integrate the design and execution of financial solutions
Build meaningful relationships and partnerships
Execute playbook strategies to achieve performance targets

Requirements

What you’ll need

3-5 years of proven consultative sales experience in financial services, business-to-business sales, or small business banking
Ability to operate in a phone-based sales environment
Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
Proven sales skills and client management experience
Ability to assess and analyze clients’ financial conditions and industry trends
Ability to understand and interpret financial statements and cash flow analysis
Excellent verbal and written communication skills and demonstrated leadership ability
Ability to partner and negotiate with bank associates to solve client issues
Undergraduate degree in business, finance, or economics preferred OR minimum 5 years of relevant work experience
Proficiency with Microsoft Word, Excel, and PowerPoint
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
United States work context indicated by 1st shift (United States of America)

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn and grow
Physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office culture with role-specific flexibility
40 hours per week
1st shift